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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $651,315 | $197,637+229.6% | $177,848+266.2% | $158,982+309.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 8.64% | 58.77%-50.1pp | 48.33%-39.7pp | 302.99%-294.3pp |
| Employer contribution / active EE | $11,426 | $6,698+70.6% | $5,919+93.1% | $4,763+139.9% |
| Participant deferral / active EE | $14,806 | $8,405+76.2% | $7,714+91.9% | $5,983+147.4% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |